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RandyPeterson
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Membre depuis ‎mai 12, 2020
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charliepinker le Mai 06, 2020
View a contact's timezone and local time
I'd love to be able to easily see a contact's local time when viewing the contact record. If I'm about to call a contact, and if I spot their country code on their phone number is not my own, I have to first look up the country that uses that code, Lire la suite
Répondre Discussion Contacts
18 Mentions J'aime
25 Réponses
RandyPeterson
Participant
Octobre 05, 2023
Thanks for this!
mmynsberghe le Février 09, 2021
Disable use of custom line items
We want to make it mandatory to work with the products in the product library. At this moment there is no option to prevent users from adding custom products to a deal. Please provide the possibility to hide the 'Add custom line item' option when Lire la suite
Répondre Idée Deals
18 Mentions J'aime
4 Réponses
RandyPeterson
Participant
Septembre 11, 2023
It looks like this has been added to HubSpot quite a while ago: https://community.hubspot.com/t5/HubSpot-Ideas/Prevent-certain-Sales-users-from-edit...Lire la suite
Lucila-Andimol le Juin 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi Lire la suite
Répondre Idée Products and Quotes Sales Documents
109 Mentions J'aime
51 Réponses
RandyPeterson
Participant
Août 03, 2023
Completely agree this is needed. A customer signed a quote then an error was subsequently found and a new quote was created and e-signed. I couldn't ...Lire la suite
LucasM le Août 17, 2021
Automatically associate emails to open deals and tickets
There are many issues/ideas referring to this issue. All of them addressing various components of the same problem. The ability to associate activity to a specific deal or ticket. Currently, the system is configured in an all-or-nothing manner Lire la suite
Répondre Idée Sales Email Extensions & Add-Ins
7 Mentions J'aime
1 Réponse
RandyPeterson
Participant
Décembre 02, 2022
Well stated idea and a much-needed feature enhancement!
romi le Avril 23, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in Lire la suite
Répondre Idée Products & Quotes
38 Mentions J'aime
14 Réponses
RandyPeterson
Participant
Novembre 16, 2022
It would also be great if we could set the quote to automatically go out to the customer after the internal counter-signer completed their signature!...Lire la suite
Nikki_Mo le Septembre 30, 2022
Automated US Sales Tax
We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US w Lire la suite
Répondre Idée Payments
29 Mentions J'aime
9 Réponses
RandyPeterson
Participant
Octobre 22, 2022
We can't use HubSpot payments because there is no way to automatically calculate state and local taxes. We use Avalara to handle these calculations ...Lire la suite
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